GO
| HSI1 | 25,517.33 | -492.13 | 291.15B |
| HSCEI1 | 8,471.36 | -162.98 | 116.43B |
| Back Zoom + Zoom - Block Traded | |
|
ZJ INNOLIGHT: Order Demand for 2027 to Maintain Brisk Growth vs 2026
2026-08-24 12:01:40 ZJ INNOLIGHT (03308.HK) recently held an institutional conference call, at which the management disclosed that major clients provided guidance and orders for 2027, with demand for 1.6T and 800G orders in 2027 expected to maintain rapid growth compared with 2026. New products such as 2.4T, NPO and XPO will be applicable to scenarios including scale-out and scale-up, and are expected to enter mass production in 2H27, with larger-scale shipments to be achieved in 2028. Moreover, the company said gross margin is currently at a favorable level. Its relatively high market share in 1.6T products and the further improvement in silicon photonics penetration are both favorable factors for enhancing gross margin. Product price declines have been relatively rational, rather than the sharp declines rumored in the market. ZJ INNOLIGHT mentioned that multiple plants of the company are undergoing expansion, with most expected to be completed in 2027 and subsequently converted into revenue. The company's Hong Kong share issuance in July 2026 raised approximately USD7 billion, providing strong support for capacity expansion and inventory preparation. ~ AASTOCKS Financial News Website: www.aastocks.com | |